Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$305K Buy
2025
Q2
$304K Buy
2023
Q3
Sell
2023
Q2
$246K Sell
2023
Q1
$379K Buy
2022
Q4
$397K Buy
2022
Q3
$287K Sell
2022
Q2
$423K Hold
2022
Q1
$406K Buy
2021
Q4
$249K Buy